U.S. Wealth Group
AMGN icon

U.S. Wealth Group’s Amgen AMGN Stock Holding History

U.S. Wealth Group’s Portfolio AMGN Stock Details AMGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.87M Sell
9,189
-33
-0.4% -$13.2K 2.2% 15
2026
Q2 		$3.34M Buy
9,222
+1,018
+12% +$348K 2% 19
2026
Q1 		$2.89M Buy
8,204
+17
+0.2% +$6.06K 1.95% 21
2025
Q4 		$2.68M Sell
8,187
-194
-2% -$61.5K 1.77% 21
2025
Q3 		$2.37M Buy
8,381
+549
+7% +$159K 1.55% 30
2025
Q2 		$2.19M Buy
7,832
+321
+4% +$90.9K 1.7% 30
2025
Q1 		$2.34M Sell
7,511
-228
-3% -$67.3K 1.85% 21
2024
Q4 		$2.02M Buy
+7,739
New +$2.3M 1.52% 31

Other funds holding AMGN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

U.S. Wealth Group's AMGN Position: Q3 2026 in Review

U.S. Wealth Group reduced its Amgen (AMGN) stake by 0.36% in Q3 2026, selling an estimated $13.2K and leaving 9,189 shares worth $3.87M. The position accounts for 2.2% of the portfolio, ranked #15.

U.S. Wealth Group first reported a position in AMGN in Q4 2024 and has held it in 8 quarters since. 2,162 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

  • U.S. Wealth Group held 9,189 shares of Amgen worth $3.87M as of Q3 2026.
  • U.S. Wealth Group sold 33 Amgen shares in Q3 2026, an estimated $13.2K.
  • Amgen made up 2.2% of U.S. Wealth Group's portfolio in Q3 2026, its #15 holding.
  • U.S. Wealth Group first reported a position in Amgen in Q4 2024 and has held it in 8 quarters since.
  • 2,162 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on U.S. Wealth Group's 13F filing for Q3 2026, filed 9 Nov 2026.